Limiting Factor Explain Volkswagen Power Day

The Limiting Factor explains Volkswagen’s Power Day. Volkswagen was vague about how they would achieve electric car battery improvements compared to Tesla at Battery Day. Volkswagen is starting behind Tesla. Volkswagen has more expensive batteries now. Volkswagen talked about getting 50% cost reduction in batteries.

Volkswagen switching to LFP (lithium iron phosphate) which are already being used by Tesla in China would get half of the 50% cost reduction in batteries.

Volkswagen talked about fast charging and they said they would do this with more silicon.

Volkswagen will also go for dry cell batteries. Limiting Factor notes the key to this execution. Everyone knows this is what needs to be done.

SOURCES- Limiting Factor
Written by Brian Wang, (Brian owns shares of Tesla)